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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC4 years Filed as: RPA FINANCIAL LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,299 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,296 |
DEFINITI LLC5 years Service code 13 · EIN 85-0833363 535 KEISLER DRIVE, SUITE 102 · CARY, NC 27518 | Contract Administrator | $17,358 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,541 | $65,191+14.3% | $203,872-63.4% | $65,191+14.3% |
| Participation rate | 40.4% | 63.0%-22.6pp | 77.8%-37.4pp | 63.0%-22.6pp |
| Annual return | 7.29% | 51.24%-44.0pp | 85.11%-77.8pp | 51.24%-44.0pp |
| Employer contribution / active EE | $1,075 | $2,400-55.2% | $3,757-71.4% | $2,400-55.2% |
| Participant deferral / active EE | $1,727 | $2,671-35.4% | $6,388-73.0% | $2,671-35.4% |
| Admin fee / account holder | $478 | $907-47.3% | $11,730-95.9% | $907-47.3% |